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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,071 | $129,959+76.3% | $104,301+119.6% | $134,509+70.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 4.50% | 42.04%-37.5pp | 24.61%-20.1pp | 418.13%-413.6pp |
| Employer contribution / active EE | $10,559 | $4,185+152.3% | $3,373+213.1% | $4,741+122.7% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,400-100.0% |
| Admin fee / account holder | $86 | $9,325-99.1% | $7,340-98.8% | $11,427-99.2% |